Raymond James Trust’s First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF FTHI Stock Holding History

Raymond James Trust’s Portfolio FTHI Stock Details FTHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,633	Closed	-$237K	–	1224
2023 Q3	$237K	Sell	11,633 -4,221	-27%	-$88.5K	0.01%	997
2023 Q2	$333K	Buy	+15,854	New	+$325K	0.01%	840

Other funds holding FTHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Trust's FTHI Position: Q4 2023 in Review

Raymond James Trust sold out of First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF (FTHI) in Q4 2023, closing a stake of 11,633 shares — an estimated $237K sold.

Raymond James Trust first reported a position in FTHI in Q2 2023 and held it in 2 quarters. The position peaked at $333K in Q2 2023. 95 funds tracked by Wall St. Rank hold FTHI as of Q4 2023.

Raymond James Trust reported no remaining First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position as of Q4 2023 after selling out during the quarter.
Raymond James Trust sold 11,633 First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF shares in Q4 2023, an estimated $237K.
Raymond James Trust first reported a position in First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF in Q2 2023 and held it in 2 quarters.
Raymond James Trust's First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF position peaked at $333K in Q2 2023.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF as of Q4 2023.

Based on Raymond James Trust's 13F filing for Q4 2023, filed 10 Jan 2024.